Xero Billing and AR MCP Server for Enterprise AI

Connect AI agents to Xero securely and in minutes

Deploy a production-ready Xero Billing and AR MCP server that allows AI assistants to create and approve sales invoices, record customer payments, and manage recurring billing while maintaining enterprise security and governance.
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  • Govern AI access

    Govern AI access

    Workato's Xero Billing and AR MCP Server lets AI agents securely manage invoicing and receivables without custom integrations or direct API exposure.

    • Connect AI to accounts receivable workflows

    • Enable governed access to billing and customer data

    • Maintain control over who can approve, void, or send invoices

  • Scale AI to production

    Scale AI to production

    Workato's Xero Billing and AR MCP Server provides a secure, production-ready foundation for deploying AI-powered billing operations at scale.

    • Deploy a production-ready MCP server

    • Enforce authentication and governance

    • Reuse across entities and finance teams

  • Embed AI in workflows

    Embed AI in workflows

    Workato's Xero Billing and AR MCP Server enables AI agents to bring invoicing and collections directly into the flow of work.

    • Turn billing requests into approved invoices in minutes

    • Keep receivables current without manual follow-up

    • Reduce billing errors with governed approval steps

    Supported Xero Billing and AR actions

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    • Find Invoices and Customers
    • Create and Approve Billing
    • Manage Recurring Revenue and Payments
    Find Invoices and Customers
    Find Invoices and Customers
    Create and Approve Billing
    Manage Recurring Revenue and Payments

    Agents can locate the right invoice or contact before taking any billing action.

    • Search invoices by status or customer
    Pull every open, overdue, or unpaid invoice for a customer or across the organization.

    • Look up customer contacts
    Find an existing customer record or confirm an email is on file before invoicing or sending.

    • Retrieve invoice details
    Check an invoice's status, amount outstanding, and payment history before approving, voiding, or sending it.

    define agent tasks